One click ability to email every client avoiding duplications due to multiple entities
When emailing a newsletter to multiple or all clients, i find that certain clients will get 5 emails - because they are the contact for 5 Limited companies - this feature should address/avoid duplications
Under AML we are required to consider operations and/or payments in high-risk countries under financial sanctions listings, FATF high-risk jurisdictions, Poor score on the Transparency Int'l Corruption Perception Index and dealing with individuals...
It would be useful to be able to replicate our email signature from outlook in elements so that clients can see that the emails have been sent from us and are legitimate. I can't currently figure out how to add pictures in to the signature settings.
Download Accounts reports in CSV format and/or have an analysis report
It would be useful if the detailed profit and loss and balance sheet (the "working papers" report in micro accounts) could be downloaded in csv format (or other spreadsheet format). This would facilitate further interrogation and presentation of t...
Timothy Burton
6 months ago
in Accounts
0
Awaiting Prioritization
It seems that once a proposal is made and sent to the client it canot be changed. Ideally it needs to be able to be changed and resent to client in case of disagreement or change of terms.
Preparation of Foreign Company Account and Tax return
This would help in preparing the account and submitting the CT600 for the foreign company registered in the UK using foreign currency such as USD or other foreign currency
The ability to go back to the job list when already in a job.
If I am in the jobs list and want to update the job status of a particular job, we click into the job and update the stages we want to update. However the back button does not take us back to the job list. It takes us to the client space. So we th...
The system provides a button to Mark a client as active or inactive when you view the client in the "Client list". It would be helpful to add such a button in the Action menu of the Dashboard. Please see the attachment.
Aziz
about 1 year ago
in Client Management
4
Awaiting Prioritization
1
Planned
0
Awaiting Prioritization
1
Awaiting Prioritization
